Park Avenue Securities’s Jefferies Financial Group JEF Stock Holding History

Park Avenue Securities’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	22,324 -24	-0.1%	-$1.24K	0.01%	907
2026 Q1	$922K	Sell	22,348 -1,657	-7%	-$86K	0.01%	848
2025 Q4	$1.49M	Sell	24,005 -648	-3%	-$37.1K	0.01%	646
2025 Q3	$1.61M	Sell	24,653 -288	-1%	-$17.6K	0.01%	673
2025 Q2	$1.36M	Sell	24,941 -588	-2%	-$29.1K	0.01%	657
2025 Q1	$1.37M	Sell	25,529 -8,559	-25%	-$581K	0.02%	508
2024 Q4	$2.67M	Buy	34,088 +9,582	+39%	+$689K	0.03%	382
2024 Q3	$1.51M	Sell	24,506 -457	-2%	-$25.9K	0.02%	507
2024 Q2	$1.24M	Buy	24,963 +468	+2%	+$21K	0.02%	572
2024 Q1	$1.08M	Buy	+24,495	New	+$1.02M	0.01%	625

Other funds holding JEF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's JEF Position: Q2 2026 in Review

Park Avenue Securities reduced its Jefferies Financial Group (JEF) stake by 0.11% in Q2 2026, selling an estimated $1.24K and leaving 22,324 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #907.

Park Avenue Securities first reported a position in JEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2024. 180 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

Park Avenue Securities held 22,324 shares of Jefferies Financial Group worth $1.12M as of Q2 2026.
Park Avenue Securities sold 24 Jefferies Financial Group shares in Q2 2026, an estimated $1.24K.
Jefferies Financial Group made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #907 holding.
Park Avenue Securities first reported a position in Jefferies Financial Group in Q1 2024 and has held it in 10 quarters since.
Park Avenue Securities's Jefferies Financial Group position peaked at $2.67M in Q4 2024.
180 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.